Use this to find information about a particular charity.

Charity Summary


Charity Details

Central Otago Budgeting Service Incorporated
CC20424
9429042608776
Registered

Registration details

8/01/2008
June 30

Address for service

Alexandra Community House
14-20 Centennial Avenue
Alexandra
9320

Charity's other details

(03)4488072
cobas@ach.org.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC20424

Purpose & Structure

Charitable Purpose

The object of the society shall be the provision of a complimentary budgeting service within the area covered by the Central Otago and Queenstown Lakes district councils but the geographical limits of which may be varied from time to time by the Management Committee. The Service will: a) help people manage, more effectively, their financial resources for the benefit of the family unit as a whole and for family members individually b) provide long term management of finances where appropriate c) provide communication and liaison between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice d) recruit, select and train volunteers for budget advisory work e) engage in promotional and educational activities regarding household/family budgeting to foster public awareness of family budgeting as a means of managing a family’s financial resources f) do all such lawful things as may be

Note: The main sectors, activities and beneficiaries are bolded.

Provides advice / information / advocacy

Social services

Education / training / research

General public

People with disabilities, Family / whanau

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 11/12/2025 $141,296 $146,442 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 20/11/2024 $148,334 $140,459 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/12/2023 6/11/2023 $147,584 $121,694 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/12/2022 22/12/2022 $105,373 $108,236 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/12/2021 17/11/2021 $129,544 $112,671 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/12/2020 7/12/2020 $74,837 $93,266 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 31/12/2019 10/12/2019 $55,524 $66,310 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 12/11/2018 $27,410 $48,574 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 4/12/2017 $82,279 $89,608 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 2/11/2016 $122,886 $106,074 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Sally Marie Ferreira Committee member 20/09/2024
Geoffrey Heward Committee member 1/10/2021
Donna Foley Committee Member 1/02/2017
Laurie Davies Committee Member 1/11/2016
Pamela Hughes Service Manager 19/10/2016
Kevin MacKenzie Chairperson 4/02/2015
Rob Roy Treasurer 25/09/2014
Anne Davies Committee Member 11/09/2010

Past Officers

Officer Name Position Past Since
ANDREW HOWLEY COMMITTEE MEMBER 29/09/2023
Carole Gillions Vice Chairperson 28/09/2018
Sandra O'neill Committee Member 1/11/2016
Beth Carbine Committee member 19/10/2016
Graeme Parr Committee Member 19/10/2016
Grant Bishop Committee Member 19/10/2016
Laurie Davies Committee member 19/10/2016
Susan Symons Secretary 19/10/2016
Patrick Mcgettigan Committee Member 28/04/2016
Helen Rodgers Committee member 28/10/2015

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
9/10/2020 NOC014
3/11/2015 NOC009
15/11/2014 NOC008
3/10/2014 NOC007
16/09/2013 AR006
9/04/2013 NOC001
10/09/2012 AR005
8/09/2011 AR004
16/09/2010 AR003
9/09/2009 AR002

Charity Documents

Notices

This charity has been granted an exemption from filing an annual return by 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

load dashboard supporting documents spinner gif
Date Uploaded Document Type Reference Name

No supporting documents.